Bring Customer Insights To Life

  • Share files and data with your team - with workflow

    Securely share, manage, approve and access your data, according to your business processes.

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  • Spreadsheets aren't a system

    With our custom databases, manage online what you used to put in spreadsheets. Accounts, Projects, Competitors & more.

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  • Workflow & Approvals

    Create custom workflows on files, forms and data to manage your business processes.

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  • Access Files Instantly

    Easy access to your files, anytime, from any device. Web, mobile and iPad App for offline access.

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  • Capture Data and Run Custom Reports

    Enable your team to submit custom forms, get notified, approve inputs and run custom reports on the data captured.

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Powering

Customer Insight Portal Overview

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With IntelligenceBank Customer Insights Portals, you can easily connect stakeholders to customer insights, by providing a single platform to manage, share and automatically 'push out' key insights, online electronic documents and market research data. External agencies can have restricted access to collaborate on projects and with a real-time audit trail, see which research actually gets used. 

Go ahead and see how you can Maximise your Research and ROI

Bring Customer Insights To Life

Features you need and your stakeholders will love!

  • Online Document Management

    Centralize reports, video briefs and key presentations, with version control, PDF reader, annotations (private and shared), review dates, email alerts, comments, watermarking and workflow.

    Online Document Management
  • Workflow & Approvals

    Collaborate faster with download approvals, publish approvals and general feedback on any file or data. Track history of digital sign off in a dedicated approvals area.

    Workflow & Approvals
  • Project Briefs & Databases

    Streamline your project briefing system, and enable stakeholders to submit briefs, and upon your approval and cost code assignment, you can assign providers, attach invoices and reports, and summarize findings in a searchable database.

    Projects and Databases
  • Customer Segment Pages

    Create custom, dynamic pages which showcase your customer segments. Feature videos, images and other information to help bring your segments into the minds of your marketing and product teams.

  • Research News

    Interactive forum to showcase current, and past but still relevant research, enabling stakeholders to comment, ask questions. Posts can be emailed as an HTML Newsletter.

  • Email Alerts & Email Links

    Automatically be notified when new information or new versions are available. You can also email links to files and folders to both registered and external users.

    Email Alerts & Email Links
  • Advanced Search Engine

    Search by title, description and contents of files. The search engine accepts Boolean search queries, and you can narrow search by date ranges, file types and keywords. Structure your information by business unit, type of research and theme.

    Advanced Search
  • Automatic File Conversion

    Convert your image files from more than 100 file formats to the most commonly used: JPG, PNG and GIF; and you can resize your files online.

    Automatic File Conversion
  • People

    A full list of all users of your platform, with contact information and photos.

    People
  • Built for Mobile & iPad App for Offline Access

    Our iPad App lets you read PDF’s offline, and view media – and syncs with the web platform. You can download our iPad App from the APP store, and use your same username and password to access files when you are on the move.

    Built for Mobile & iPad App for Offline Access
  • Self Registration

    With Self Registration enabled, now your end users are able to ‘self register’ and login to your Knowledge platform to access documents and database records of information. All self-registered users can be granted limited or full access, which is specified by you, and you can force the acceptance of your T&C’s prior to entering your platform. This is ideal for sharing knowledge with third parties.

  • Usage Analytics

    Get an instant ROI and see how your platform is used in real-time. Our granular audit trail reports on everything that happens, by user, by file and overall.

    Usage Analytics
  • Main Admin

    Take control of your platform – no IT experience necessary! Customize the branding, set up user permission groups and add users. You can also change the naming of modules and manage passwords.

    Main Admin
  • Project Calendar and Planner

    Help your team keep track of campaigns, due dates and projects. Create different calendars for each project, track event RSVPs and link your calendar to other items within your IntelligenceBank platform.

  • Media Feeds Dashboard

    Instantly see and be alerted of new company articles, social media mentions and industry news about your business, the industry and competitors

  • Custom Branding

    Your Customer Insights Portal can look and feel like your brand, with custom branding on the homepage, within the platform and on alerts.

  • Usage Reporting

    Granular usage data is available by by user, by file or overall, to give you an instant ROI on your data and on the platform.

One Solution, Many Use Cases

Because every organization is unique, IntelligenceBank was built with flexibility in mind.

  • Customer Insights Platform

    IntelligenceBank not only makes it easy to securely manage and share customer insights and data, but our workflow can seamlessly map to your offline processes to ensure projects are kept on track, initiatives are not duplicated, your team has access to the latest versions of information.

    Customer Insights Platform
  • Sales Team Enablement

    Ensure your sales team has the right product fact sheets, customer testimonials and market insight in the office, or on the road with our iPad App. Share KPI’s, and automatically receive live data feeds on competitive activity and industry news.

    Sales Team Enablement
  • Customer Extranet

    Have documents and data you need to share with customers or members? Configure IntelligenceBank to give access to some items to specific people and other items to everyone. Keep you stakeholders connected with an internal forum with email newsletters.

    Customer Extranet

Your Data, Our Responsibility

Data security is at the heart of everything we do

  • Data Storage, Backups, Private Cloud & Self Hosted Options

    Your data is hosted in secure, ISO 27001 and SAS 70 compliant data centers either in the US or Australia - depending on your location (and your choice). For larger corporates, IntelligenceBank offers private cloud and self hosted options for an additional fee.

    Data Storage & Backups Icon
  • Login Rules

    Within IntelligenceBank platforms, you can set login parameters such as length and complexity of passwords, and you can also determine how frequently your users need to reset their password.

    Login Rules Icon
  • Data Ownership

    You always own your data. Bottom line.

    Data Ownership Icon
  • Firewalls

    IntelligenceBank's servers are protected by separate hardware firewalls, which deliver high performance (as to not inhibit speed of service) and multi-threat protection.

    Firewalls Icon
  • Proactive Monitoring

    Every five minutes, IntelligenceBank proactively monitors its operating system, core functions, uptime, patch upgrades, firewall status and hacking attempts.

    Proactive Monitoring Icon
  • Access Control

    Users only see information to which they have access. That means different users can only read online, download, publish and/or print where you grant access. You can create permission groups by user or by individual.

    Access Control Icon
  • Application Security

    IntelligenceBank undergoes independent security and penetration testing audits to ensure your information is secure.

    Application Security Icon

Services

IntelligenceBank is easy to self-implement and administer but if you need some additional assistance with training or migrating your files – we are of course here to help!

Optional services that we offer:

  • Training
    Services
  • Custom
    Branding
  • Technical
    Services
  • Platform
    Implementation
  • Data
    Migration
  • Single
    Sign On
  • Data
    Backups

Resources

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easy to use

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premium support

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instant ROI

Meet a few of our customers and imagine what IntelligenceBank can do for you.

  • David McKay SPP
    "SPP uses IntelligenceBank to share project documentation and competitive intelligence across our consulting team. We have tailored the categorisation of documents to mirror our practice areas and industry sectors, allowing for rapid identification and retrieval of documents, improving the firm’s knowledge retention, sharing and leverage."

    David McKay, SPP

  • Mobile access to your files and data.

    IntelligenceBank Knowledge Management platform is accessible on any device.

 

Find out if IntelligenceBank is right for you

Contact Us